Applied Optoelectronics, Inc. (AAOI) vs InterDigital, Inc. (IDCC)

A side-by-side comparison of Applied Optoelectronics, Inc. and InterDigital, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAAOI vs IDCC

growth of $100 · dividends reinvested · last 10y
AAOI +377.1% (+16.9%/yr)IDCC +475.7% (+19.1%/yr)IDCC compounded faster over this window
02004006008001kStart $10020182020202220242026$477$576
AAOI IDCC

AAOI vs IDCC: by the numbers

  • IDCC is the larger company ($9.04B vs $8.45B market cap).
  • IDCC is profitable (38.32% net margin) while AAOI runs a net loss (-9.57%).
  • AAOI grew revenue faster over the past five years (20.68% vs 17.75% CAGR).
  • IDCC pays a dividend (0.81% yield), while AAOI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAAOIIDCC
P/E ratioN/A40.38
Forward P/E142.3838.59
P/S ratio14.1911.46
P/B ratio5.077.52
EV / EBITDAN/A20.86
FCF yieldN/A5.70%

Profitability

MetricAAOIIDCC
Gross margin28.92%78.66%
Operating margin-11.31%55.26%
Net margin-9.57%38.32%
ROE-3.42%25.14%
ROIC-3.49%16.87%

Dividends

MetricAAOIIDCC
Dividend yieldN/A0.81%
Payout ratioN/A32.30%

Growth (annualized)

MetricAAOIIDCC
Revenue CAGR (5Y)20.68%17.75%
EPS CAGR (5Y)N/A60.96%
FCF CAGR (5Y)N/A70.47%
Total return CAGR (5Y)69.30%40.31%

Frequently asked

Which has grown faster, AAOI or IDCC?
Over the past five years, AAOI grew revenue faster — AAOI at a 20.68% CAGR versus IDCC at 17.75%.
Does AAOI or IDCC pay a bigger dividend?
IDCC pays a dividend (0.81% yield), while AAOI has no payments in the available dividend history.
Is AAOI or IDCC more profitable?
IDCC runs the higher net margin — AAOI at -9.57% versus IDCC at 38.32%.
How have AAOI and IDCC total returns compared?
Over the past 10 years, AAOI delivered 18.06% and IDCC delivered 19.41% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 10, 2026.